Becoming a client

Step 1 - Give us a call

We’ll discuss your situation and assess your needs. Whether it’s tax returns, accounts, advice or information, Xoba advisors are here to help. Use this time to help us get to know you and your business and arrange a time for a meeting in person (or via Zoom).

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Step 2 - Meet in person or via Zoom

During the meeting you’ll have the opportunity to discuss your needs in more detail. We’ll look at the services we think will help your business and we’ll collect the information we need to draft a proposal. Please bring any information you think will be helpful. This is a no obligation meeting, you’re not tied to anything.

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Step 3 - Proposal

After our meeting, we will send you a proposal. Please read over the proposal (and accompanying engagement letters) and once you are happy, you can sign electronically. If you have any questions about a proposal, please contact our office.

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Step 4 - Receive your welcome pack

Once you have accepted (by signing the proposal), we will send you a welcome pack with some helpful information to get you started and familiar with our services.

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Step 5 - Final bits and pieces

 Now that you’re a client, we will send you a link to our client portal where you will be able to see information we will share with you and where we may also ask you to complete certain tasks, like uploading a copy of some ID. We’ll send you an email to prompt you if we do anything like this.

If you have agreed to pay in monthly installments, we will send you a direct debit mandate to sign around this time.

We may also need to contact your previous accountant at this point so they can pass your records over to us.

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Step 6 - Relax

We are now updating our systems with your information and scheduling your service(s). We will send reminders to you about services when they are about to start and your account manager will be here for you if you have any questions in the meantime. So relax! We’ve got it covered.